Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3,646,358
-
Total 13F shares
-
1,218,137
-
Share change
-
+246,787
-
Total reported value
-
$118,333,908
-
Price per share
-
$97.72
-
Number of holders
-
31
-
Value change
-
+$24,109,272
-
Number of buys
-
12
-
Number of sells
-
7
Institutional Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q2 2022
As of 30 Jun 2022,
Belpointe PREP, LLC - Class A Units (OZ) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,218,137 shares.
The largest 10 holders included
Precision Wealth Strategies, LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Bank of New York Mellon Corp, AE Wealth Management LLC, Belpointe Asset Management LLC, United Asset Strategies, Inc., LINCOLN NATIONAL CORP, Wealth Alliance, Ratio Wealth Group, and Mariner, LLC.
This page lists
31
institutional shareholders reporting positions in this security
for the Q2 2022 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.